Permanent Financial Advisor Openings Job in Oak Creek 53154, Wisconsin US
This is a wonderful opportunity for somebody who has financial investment planning experience that is looking to work for a smaller, family focused firm. This company is a close knit group that understands that people have different responsibilities besides work. This position is ideal for somebody who has worked at a large company like Northwestern Mutual or Edward Jones Investments and is looking to get out of a strong corporate environment. It is a laid back environment and this is shown by a business casual dress code. The company is adding office space so new employees will have a brand new office to work out of.
This position requires 2-3 years of prior Financial Investment Planning, but people with more experience are welcome to apply as well. A candidate must have either a series 6 or series 7 license. This is a smaller, yet growing firm as they currently have 10 employees and are adding 3 full time Investment Planners. There is a base pay plus commission structure for new hires, but eventually employees are working on straight commission. The responsibilities for this position are split between 70% of the time meeting clients and building relationships and 30% spent in meetings, conducting research, and other administrative tasks. A candidate must have a strong sales background and ready to network and speak with potential clients.
This company offers services in Investment Planning, College Savings Planning, Insurance reviews, Retirement Plans, as well as other financial services. This company is looking to have new employees starting in this position as of March 1st. Qualified candidates will be contacted right away for this exciting opportunity.
